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REDTX: AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 14.95 0.07(0.47%) April 26
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (71%) |
Start Date: | 02/27/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 3.82% |
Expenses | 0.32% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/27/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 1.6 | 13.4 | 2.8 | 6.9 | 6.8 | 9.7 | 6.4 | 8.3 | -16.3 | 4.6 | 13.7 | 17.7 | -3.4 | 15.2 | 7.2 | 0.2 | 6.6 | 23.8 | 15.5 | -1.0 | 12.5 | 29.7 | -34.5 | 10.6 |
Sharpe Ratio | NA | 0.24 | 1.26 | 0.06 | 0.49 | 0.61 | NA | 0.42 | 0.53 | -1.37 | 0.52 | 0.8 | 2.63 | -0.55 | 3.91 | 0.81 | 0.02 | 0.82 | 2.71 | 1.53 | -0.06 | 0.89 | 1.47 | -1.16 | 0.72 |
Draw Down(%) | NA | 3.2 | 6.7 | 18.9 | 19.2 | 19.2 | NA | 48.7 | 6.7 | 18.8 | 5.9 | 19.2 | 3.2 | 10.5 | 1.2 | 6.5 | 8.6 | 5.6 | 6.3 | 8.0 | 16.3 | 11.1 | 20.4 | 44.4 | 8.6 |
Standard Deviation(%) | NA | 6.2 | 7.6 | 9.2 | 10.8 | 9.4 | NA | 13.4 | 7.8 | 12.9 | 8.8 | 16.8 | 6.2 | 8.7 | 3.7 | 8.6 | 9.3 | 8.1 | 8.8 | 10.2 | 18.1 | 13.9 | 20.2 | 30.3 | 13.5 |
Treynor Ratio | NA | 0.02 | 0.12 | 0.01 | 0.19 | 0.17 | NA | 0.09 | 0.05 | -0.2 | 0.06 | 0.29 | 3.3 | -0.21 | 0.17 | 0.08 | 0.0 | 0.06 | 0.22 | 0.14 | -0.01 | 0.12 | 0.31 | -0.37 | 0.1 |
Alpha | NA | 0.0 | 0.01 | 0.01 | 0.02 | 0.02 | NA | 0.01 | -0.02 | -0.01 | -0.01 | 0.03 | 0.06 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.03 | 0.01 |
Beta | NA | 0.89 | 0.83 | 0.88 | 0.28 | 0.33 | NA | 0.62 | 0.84 | 0.9 | 0.78 | 0.46 | 0.05 | 0.23 | 0.88 | 0.93 | 0.95 | 1.09 | 1.08 | 1.08 | 1.05 | 1.0 | 0.94 | 0.96 | 1.01 |
RSquared | NA | 0.95 | 0.63 | 0.88 | 0.31 | 0.36 | NA | 0.63 | 0.68 | 0.89 | 0.44 | 0.51 | 0.08 | 0.29 | 0.92 | 0.98 | 0.95 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.97 |
Yield(%) | N/A | 0.0 | 6.9 | 5.3 | 5.5 | 5.1 | 7.6 | N/A | 7.1 | 3.5 | 6.8 | 4.1 | 4.5 | 4.0 | 2.9 | 3.6 | 5.7 | 4.0 | 2.8 | 3.5 | 2.8 | 3.2 | 3.2 | 3.6 | 1.6 |
Dividend Growth(%) | N/A | -100.0 | 70.2 | 53.3 | 51.4 | N/A | N/A | N/A | 70.2 | -45.7 | 78.0 | 5.4 | 3.7 | 54.3 | -14.6 | -41.4 | 48.9 | 67.9 | -9.7 | 19.2 | -3.7 | 22.7 | -42.1 | 137.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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